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  1. I heard from an Evaluator who was frustrated with the view of a grid/table on his evaluator view. As he was working in the side-by-side (evaluator/application) view, he coudln't see any of the content of the (in this case) Student Activities grid. There was content in boxes that he wanted to see but the dropdown carrot took up most of the space and he couldn't read the student replies.
    Getting rid of the carrots would probably help but just in general, some way to better view the contents of a grid format answer would be wonderful.
    Also - this same…

    3 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  2. Ability to view the "Advanced Options" tab at any stages in SLM. Currently only when there are no follow ups assigned can you make changes to the visibility of the request which has been an issue for us.

    1 vote

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  3. We have a scholarship with a 2-step evaluation process. It would be great if we could customize the dashboard view of Evaluators to show not just the score, but Evaluator responses to one of the custom questions. Our committee is sophisticated enough that they are comfortable changing the sort order on the available columns, and adding an additional column to show an additional assessment question would provide them with more flexibility.

    3 votes

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  4. Since COVID, most foundations have moved away from paper checks to ACH payments. It would be helpful to change the name of the field in Installments/Make a Payment from Check Number to Payment Number.

    8 votes

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    1 comment  ·  Payments  ·  Admin →
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  5. With the new feature of Adding and Removing Applicants to Multiple Organizations, the grant managers need to be able to have this feature, too!! PLEASE PLEASE PLEASE

    1 vote

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  6. We definitely need the ability to add at least three custom columns - 2 is just too few. But while we are limited in the number of columns we can add, it is heartbreaking to have a precious Evaluator column wasted on a system column we don't use. Additionally, because this particular column is there we can't use the Scoring question type, because it will populate this columns with numbers that won't mean anything to our Evaluators and will confuse them. We rank on a 1 through 4 scale with 1 the highest and 4 the lowest - only the…

    1 vote

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  7. One master login and password for any applicant. We are part of a RAG. Most use Foundant. It would be great if the applicants could log in once to get to all grant makers. One more step to a single application.

    1 vote

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  8. From one of our grantees:

    When saving application DRAFTS, it would be easier and save us time if the application returned to the question that we were last writing rather than to a separate page where we then need to return to the top of the application page and find the question where we left off.

    Also, if we could print the DRAFT applications directly, rather than downloading a PDF first, that would again be a timesaver.

    1 vote

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  9. I would love to be able to edit the "Project Name" Field for our evaluators. Right now I change the "Project Name" within the application, but for our evaluators, the bar still reads "Project Name"

    4 votes

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  10. Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.

    6 votes

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  11. We are currently use processes for each scholarship we hold at our Foundation. We have a scholarship advisory committee for each scholarship. We have some people who serve on multiple scholarship committees, so they do end up evaluating the same applicant for multiple scholarships. We are recommending that evaluators have the ability to copy previous scores/comments from one evaluation to another for the same applicant. For example, if they are evaluating on their GPA and academic performance, that won't change from application to application. They are requesting to copy the scores and comments as a previous answer to another evaluation…

    3 votes

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  12. Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.

    10 votes

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    1 comment  ·  Reporting  ·  Admin →
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  13. We need functionality to remove an evaluator from a panel after that evaluator (or other evaluators) have begun scoring. Presently, the only way to do this is to revert the application, which removes the work of other evaluators.

    We have encountered 2 situations this year where an evaluator discovered a conflict of interest after they started scoring. We need to remove them or at least remove the scores from the applications they completed. RIght now that will be a manual process.

    47 votes

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  14. It would be helpful to have more than 2 evaluation options for Universal Applications. Scholarship Opportunities vary vastly in what is important. Being able to have the Internal Evaluation and a choice of either the complex or simple evaluation form for the 2nd choice would be most helpful!

    4 votes

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  15. We would like an account aggregator that feeds directly from our main bank account into our general ledger (or someplace). We have missed transactions (due to human error) and this would prevent us from missing transactions that occur in our checking account.

    1 vote

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  16. It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.

    8 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  17. When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every time.

    9 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  18. I need there to be a way to mass update opportunities in a universe. Going in one at a time to 150+ scholarship names to change it from 2023 to 2024 is maddening and not an effective use of time.

    14 votes

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  19. We would like to request that Upload Responses, such as transcripts, be added to the Submitted and Complete bucket Quick Grid Views. Often, we need to pull transcripts or other uploads quickly, and it's difficult to go into each student's application to search, view, and download transcripts. If the uploads appeared in the Quick Grid View, we would be able to view these uploads more efficiently.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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  20. 'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.

    9 votes

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    0 comments  ·  Email  ·  Admin →
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